Miramar Capital’s IBM IBM Stock Holding History

Miramar Capital’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,586	Closed	-$212K	–	70
2023 Q2	$212K	Sell	1,586 -150	-9%	-$19.4K	0.05%	68
2023 Q1	$228K	Sell	1,736 -1,575	-48%	-$211K	0.06%	75
2022 Q4	$466K	Hold	3,311	–	–	0.12%	58
2022 Q3	$455K	Sell	3,311 -506	-13%	-$66.4K	0.13%	60
2022 Q2	$539K	Sell	3,817 -163	-4%	-$22K	0.15%	63
2022 Q1	$517K	Buy	+3,980	New	+$519K	0.14%	71
2019 Q4	–	Sell	-1,804	Closed	-$229K	–	54
2019 Q3	$229K	Sell	1,804 -27	-1%	-$3.64K	0.15%	47
2019 Q2	$263K	Sell	1,831 -542	-23%	-$71.2K	0.19%	48
2019 Q1	$320K	Sell	2,373 -393	-14%	-$50.1K	0.24%	47
2018 Q4	$360K	Buy	+2,766	New	+$332K	0.28%	42

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Miramar Capital's IBM Position: Q3 2023 in Review

Miramar Capital sold out of IBM (IBM) in Q3 2023, closing a stake of 1,586 shares — an estimated $212K sold.

Miramar Capital first reported a position in IBM in Q4 2018 and held it in 10 quarters. The position peaked at $539K in Q2 2022. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

Miramar Capital reported no remaining IBM position as of Q3 2023 after selling out during the quarter.
Miramar Capital sold 1,586 IBM shares in Q3 2023, an estimated $212K.
Miramar Capital first reported a position in IBM in Q4 2018 and held it in 10 quarters.
Miramar Capital's IBM position peaked at $539K in Q2 2022.
2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Miramar Capital's 13F filing for Q3 2023, filed 7 Nov 2023.